MondegarAI
LORD, ABBETT & CO. LLC

Q4 2025 · 13F-HR

LORD, ABBETT & CO. LLCholdings as filed

Filed 2026-02-13 · accession 0000930413-26-000413

$32.6M
Reported value
546
Positions
2025-12-31
Period end
View analyzed profile →PRO

The Brief · LORD, ABBETT & CO. LLC · Q4 2025

AI · grounded in 13F

LORD, ABBETT & CO. LLC significantly increased its position in ISRG by 33,059.14%. The fund also accumulated shares in DHR and [[stock:TSLA], increasing those holdings by 307.09% and 291.23% respectively. On the sell side, the fund trimmed its holdings in AXON by 95.84% and ORCL by 88.57%.

Holdings as filed

First 500 of 546

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$1.4M4.44%7,764,091CommonSOLE
02079K305GOOGLALPHABET INC CAP STK$900,1562.76%2,875,897CommonSOLE
594918104MSFTMICROSOFT CORP$875,0122.68%1,809,296CommonSOLE
11135F101AVGOBROADCOM INC$674,3532.07%1,948,433CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$567,4411.74%1,761,035CommonSOLE
023135106AMZNAMAZON$493,1671.51%2,136,587CommonSOLE
617446448MSMORGAN STANLEY$407,9651.25%2,298,004CommonSOLE
949746101WMT2WELLS FARGO CO NEW$400,9621.23%4,302,171CommonSOLE
037833100AAPLAPPLE INC$399,3081.22%1,468,801CommonSOLE
G25508105CRHCRH PLC$389,2421.19%3,118,526CommonSOLE
701094104PHPARKER-HANNIFIN CORP$378,0721.16%430,136CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED$357,7451.10%1,177,220CommonSOLE
30303M102METAMETA PLATFORMS INC$344,9801.06%522,625CommonSOLE
931142103WMTWALMART INC$336,1191.03%3,016,959CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$335,8361.03%3,361,384CommonSOLE
30231G102XOMEXXON MOBIL CORP$334,0841.02%2,776,164CommonSOLE
512807306LRCXLAM RESEARCH CORP$293,8810.90%1,716,798CommonSOLE
75734B100RDDTREDDIT INC$290,4470.89%1,263,529CommonSOLE
369604301GEGE AEROSPACE$288,7990.89%937,567CommonSOLE
29364G103ETRENTERGY CORP NEW$280,1310.86%3,030,735CommonSOLE
718172109PMPHILIP MORRIS INTL INC$279,6860.86%1,743,677CommonSOLE
632307104NTRANATERA INC$279,2710.86%1,219,045CommonSOLE
858119100STLDSTEEL DYNAMICS INC$276,1020.85%1,629,401CommonSOLE
478160104JNJJOHNSON & JOHNSON$275,1780.84%1,329,685CommonSOLE
532457108LLYELI LILLY & CO$274,8560.84%255,756CommonSOLE
040413205ANETARISTA NETWORKS INC$259,6220.80%1,981,392CommonSOLE
29084Q100EMEEMCOR GROUP INC$259,2620.80%423,776CommonSOLE
N00985106AERAERCAP HOLDINGS NV$257,9150.79%1,794,065CommonSOLE
146869102CVNACARVANA CO$254,7240.78%603,583CommonSOLE
199908104FIXCOMFORT SYS USA INC$253,4630.78%271,580CommonSOLE
00287Y109ABBVABBVIE INC$237,3100.73%1,038,603CommonSOLE
548661107LOWLOWES COS INC$235,4340.72%976,256CommonSOLE
125896100CMSCMS ENERGY CORP$233,3370.72%3,336,728CommonSOLE
82509L107SHOPSHOPIFY INC$229,2070.70%1,423,900CommonSOLE
032095101APHAMPHENOL CORP NEW$219,3310.67%1,622,989CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$217,2480.67%1,222,213CommonSOLE
002824100ABTABBOTT LABS$215,5300.66%1,720,249CommonSOLE
G0176J109ALLEALLEGION PLC$213,0760.65%1,338,250CommonSOLE
060505104BACBANK AMERICA CORP$211,3660.65%3,843,015CommonSOLE
40131M109GHGUARDANT HEALTH INC$203,1550.62%1,988,983CommonSOLE
03831W108APPAPPLOVIN CORP$201,3790.62%298,861CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$184,9360.57%34,533CommonSOLE
88160R101TSLATESLA INC$183,1870.56%407,336CommonSOLE
65339F101NEENEXTERA ENERGY INC$181,6270.56%2,262,425CommonSOLE
18915M107NETCLOUDFLARE INC$181,4960.56%920,597CommonSOLE
G54950103LINLINDE PLC$178,6450.55%418,971CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$172,0890.53%301,799CommonSOLE
04016X101ARGXARGENX SE$171,4390.53%203,864CommonSOLE
872540109TJXTJX COS INC NEW$169,7330.52%1,104,960CommonSOLE
00827B106AFRMAFFIRM HLDGS INC$160,7670.49%2,159,982CommonSOLE
631103108NDAQNASDAQ INC$160,6710.49%1,654,190CommonSOLE
235851102DHRDANAHER CORPORATION$159,8450.49%698,256CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$159,4430.49%1,444,751CommonSOLE
504922105LHLABCORP HOLDINGS INC$158,6220.49%632,262CommonSOLE
784117103SEICSEI INVTS CO$157,2630.48%1,917,370CommonSOLE
04626A103ALABASTERA LABS INC$156,9020.48%943,148CommonSOLE
863667101SYKSTRYKER CORPORATION$153,4280.47%436,533CommonSOLE
375558103GILDGILEAD SCIENCES INC$148,4170.46%1,209,202CommonSOLE
191216100KOCOCA COLA CO$147,6180.45%2,111,538CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$144,0960.44%307,399CommonSOLE
558868105MDGLMADRIGAL PHARMACEUTICALS INC$142,5550.44%244,796CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$138,5360.42%535,322CommonSOLE
780259305SHELSHELL PLC SPON$135,6570.42%1,846,181CommonSOLE
032654105ADIANALOG DEVICES INC$135,4420.42%499,416CommonSOLE
833445109SNOWSNOWFLAKE INC$132,7640.41%605,233CommonSOLE
29977A105EVREVERCORE INC$129,9420.40%381,901CommonSOLE
443201108HWMHOWMET AEROSPACE INC$129,7920.40%633,068CommonSOLE
45168D104IDXXIDEXX LABS INC$126,5170.39%187,009CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$125,7340.39%258,049CommonSOLE
457669307INSMINSMED INC$125,4650.38%720,898CommonSOLE
H1467J104CBCHUBB LIMITED$123,0910.38%394,370CommonSOLE
G25457105CRDOCREDO TECHNOLOGY GROUP HOLDI$119,7440.37%832,188CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$118,0820.36%470,445CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$117,0450.36%205,026CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$116,6270.36%200,835CommonSOLE
94106L109WMWASTE MGMT INC DEL$116,0590.36%528,235CommonSOLE
00370M103ABVXABIVAX SA SPONSORED$114,5910.35%849,732CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$113,9950.35%201,276CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$111,9900.34%565,693CommonSOLE
880881107430TERNS PHARMACEUTICALS INC$109,5810.34%2,712,399CommonSOLE
78409V104SPGIS&P GLOBAL INC$109,2760.34%209,104CommonSOLE
881624209TEVATEVA PHARMACEUTICAL INDS LTD SPONSORED$107,6620.33%3,449,607CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$101,7550.31%1,060,836CommonSOLE
75513E101RTXRTX CORPORATION$101,3000.31%552,343CommonSOLE
58733R102MELIMERCADOLIBRE INC$101,2130.31%50,248CommonSOLE
244199105DEDEERE & CO$100,9750.31%216,885CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$100,8340.31%470,837CommonSOLE
29250N105ENBENBRIDGE INC$100,3730.31%2,098,532CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$100,3260.31%540,785CommonSOLE
G0403H108AONAON PLC$96,0000.29%272,046CommonSOLE
G7496G103RNRRENAISSANCERE HLDGS LTD$95,7360.29%340,503CommonSOLE
778296103ROSTROSS STORES INC$94,3720.29%523,881CommonSOLE
40171V100GWREGUIDEWIRE SOFTWARE INC$93,5580.29%465,441CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$92,4480.28%314,908CommonSOLE
82706C108SIMOSILICON MOTION TECHNOLOGY CO$92,2340.28%994,977CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$91,9810.28%278,636CommonSOLE
56585A102MPCMARATHON PETE CORP$91,8320.28%564,670CommonSOLE
36828A101GEVGE VERNOVA INC$91,3810.28%139,818CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$88,6780.27%3,225,844CommonSOLE
451107106IDAIDACORP INC$88,0510.27%695,722CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$86,8120.27%535,845CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$86,5810.27%426,107CommonSOLE
00766T100ACMAECOM$86,5590.27%907,995CommonSOLE
172908105CTASCINTAS CORP$86,1510.26%458,081CommonSOLE
46266C105IQVIQVIA HLDGS INC$85,5530.26%379,542CommonSOLE
580135101MCDMCDONALDS CORP$85,4660.26%279,640CommonSOLE
001084102AGCOAGCO CORP$83,8930.26%804,192CommonSOLE
75737FAE8RDFN 0.5 04/01/27REDFIN CORP$83,8900.26%89,279,000CommonSOLE
71424F105PRPERMIAN RESOURCES CORP$82,3390.25%5,868,810CommonSOLE
12504L109CBRECBRE GROUP INC$77,2680.24%480,555CommonSOLE
911363109URIUNITED RENTALS INC$75,9020.23%93,785CommonSOLE
097023105BABOEING CO$74,9010.23%344,975CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE INC$74,5230.23%463,569CommonSOLE
65290E101NXTNEXTPOWER INC$73,8790.23%848,110CommonSOLE
65339F663NEE 7.299 06/01/27NEXTERA ENERGY INC$73,8050.23%1,427,933CommonSOLE
M6191J100FROGJFROG LTD$73,4290.23%1,175,614CommonSOLE
05550J101BJBJS WHSL$73,3900.23%815,176CommonSOLE
64110D104NTAPNETAPP INC$72,8910.22%680,649CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$71,0330.22%319,064CommonSOLE
852234AJ2XYZ 0 05/01/26BLOCK INC$70,5770.22%71,699,000CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$70,3500.22%860,976CommonSOLE
G9618E107WTMWHITE MTNS INS GROUP LTD$70,2290.22%33,796CommonSOLE
M7516K103NVMINOVA LTD$70,0880.22%213,430CommonSOLE
87650L103TARSTARSUS PHARMACEUTICALS INC$70,0600.21%855,645CommonSOLE
87162W100SNXTD SYNNEX CORPORATION$69,9420.21%465,569CommonSOLE
770700102HOODROBINHOOD MKTS INC$69,7670.21%616,865CommonSOLE
16411R208LNGCHENIERE ENERGY INC$68,8280.21%354,074CommonSOLE
25809K105DASHDOORDASH INC$68,3800.21%301,924CommonSOLE
81663L200WGSGENEDX HOLDINGS CORP$67,4110.21%518,304CommonSOLE
743315103PGRPROGRESSIVE CORP$66,5220.20%292,122CommonSOLE
19240Q201COGTCOGENT BIOSCIENCES INC$66,4410.20%1,870,537CommonSOLE
76243J105RYTMRHYTHM PHARMACEUTICALS INC$66,3160.20%619,542CommonSOLE
980745103WWDWOODWARD INC$65,9180.20%218,040CommonSOLE
053332102AZOAUTOZONE INC$64,8760.20%19,129CommonSOLE
224408104CRCRANE$62,2760.19%337,669CommonSOLE
27579R104EWBCEAST WEST BANCORP INC$61,0840.19%543,499CommonSOLE
G3730V105FTAIFTAI AVIATION LTD$60,9590.19%309,672CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$60,7480.19%70,446CommonSOLE
58155Q103MCKMCKESSON CORP$60,7210.19%74,024CommonSOLE
09260D107BXBLACKSTONE INC$60,1740.18%390,383CommonSOLE
G3922B107GGENPACT LIMITED$59,9270.18%1,281,033CommonSOLE
10806X102BBIOBRIDGEBIO PHARMA INC$59,7650.18%781,345CommonSOLE
64110L106NFLXNETFLIX INC$58,6270.18%625,284CommonSOLE
576323109MTZMASTEC INC$58,1490.18%267,514CommonSOLE
144285103CRSCARPENTER TECHNOLOGY CORP$57,5820.18%182,892CommonSOLE
607828100MODMODINE MFG CO$57,3810.18%429,795CommonSOLE
23804L103DDOGDATADOG INC$57,2970.18%421,335CommonSOLE
50077B207KTOSKRATOS DEFENSE & SEC SOLUTIO$57,1900.18%753,392CommonSOLE
969457100WMBWILLIAMS COS INC$56,4930.17%939,822CommonSOLE
337932107FEFIRSTENERGY CORP$55,5200.17%1,240,112CommonSOLE
291011104EMREMERSON ELEC CO$54,5420.17%410,954CommonSOLE
55024UAF6LITE 0.5 06/15/28LUMENTUM HLDGS INC$53,6370.16%18,890,000CommonSOLE
127190304CACICACI INTL INC$53,3750.16%100,177CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$53,2830.16%208,111CommonSOLE
485924104KRMNKARMAN HLDGS INC$52,9180.16%723,232CommonSOLE
13100M509CALXCALIX INC$52,2650.16%987,431CommonSOLE
077454106BDCBELDEN INC$52,0910.16%446,945CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$52,0560.16%166,537CommonSOLE
025932104AFGAMERICAN FINL GROUP INC OHIO$51,9890.16%380,367CommonSOLE
91332U101UUNITY SOFTWARE INC$51,1780.16%1,158,668CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$51,0710.16%190,352CommonSOLE
81141R100SESEA LTD SPONSORD$50,7290.16%397,654CommonSOLE
G3323L100FNFABRINET$50,5780.16%111,092CommonSOLE
097023204BA 6 10/15/27BOEING CO DEP CONV PFD A$50,5690.16%729,985CommonSOLE
66987V109NVSNOVARTIS AG$50,4820.15%366,160CommonSOLE
60471A101MIRMIRION TECHNOLOGIES INC$50,2020.15%2,143,558CommonSOLE
00650F109ADPTADAPTIVE BIOTECHNOLOGIES COR$50,0320.15%3,080,759CommonSOLE
82982T106SITMSITIME CORP$49,7940.15%140,984CommonSOLE
750917106RMBSRAMBUS INC DEL$49,5320.15%539,028CommonSOLE
450056106IRTCIRHYTHM TECHNOLOGIES INC$49,1880.15%277,212CommonSOLE
72703H101PLNTPLANET FITNESS INC$48,8570.15%450,420CommonSOLE
21044C107ROADCONSTRUCTION PARTNERS INC$47,8870.15%441,159CommonSOLE
69366J200PTCTPTC THERAPEUTICS INC$47,6350.15%627,106CommonSOLE
515098101LSTRLANDSTAR SYS INC$47,5580.15%330,955CommonSOLE
437076102HDHOME DEPOT INC$46,5030.14%135,144CommonSOLE
74340W103PLDPROLOGIS INC.$46,0290.14%360,561CommonSOLE
604749101MIRMMIRUM PHARMACEUTICALS INC$45,8130.14%579,983CommonSOLE
81141RAG5SEALTD 0.25 09/15/26SEA LTD$45,7800.14%47,156,000CommonSOLE
75524B104RBCRBC BEARINGS INC$45,7270.14%101,970CommonSOLE
589378108MRCYMERCURY SYS INC$44,9600.14%615,808CommonSOLE
72407810062CPIPER SANDLER$44,7620.14%131,766CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$44,5450.14%137,473CommonSOLE
48251W104KKRKKR & CO INC$43,6300.13%342,250CommonSOLE
537008104LFUSLITTELFUSE INC$43,4540.13%171,811CommonSOLE
533900106LECOLINCOLN ELEC HLDGS INC$43,3360.13%180,838CommonSOLE
872657101TPGTPG INC$41,7320.13%653,703CommonSOLE
025816109AXPAMERICAN EXPRESS CO$41,6000.13%112,448CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$41,3940.13%146,110CommonSOLE
46138G508BKLNINVESCO EXCH TRADED FD TR$41,1800.13%1,960,943CommonSOLE
191098102COKECOCA COLA CONS INC$40,7140.12%265,581CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$38,9280.12%240,846CommonSOLE
55405Y100MTSIMACOM TECH SOLUTIONS HLDGS I$38,7120.12%226,019CommonSOLE
G93A5A101VIKVIKING HOLDINGS LTD$38,6490.12%541,227CommonSOLE
70975L107PENPENUMBRA INC$36,0470.11%115,941CommonSOLE
958102AT2WDC 3 11/15/28WESTERN DIGITAL CORP$35,5900.11%7,763,000CommonSOLE
149123101CATCATERPILLAR INC$35,5550.11%62,065CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$35,4000.11%344,061CommonSOLE
19260QAB3COIN 0.5 06/01/26COINBASE GLOBAL INC$35,1740.11%35,213,000CommonSOLE
84265V105SCCOSOUTHERN COPPER CORP$35,0950.11%244,616CommonSOLE
09290D101BLKBLACKROCK INC$34,0850.10%31,845CommonSOLE
44951W106IESCIES HLDGS INC$33,8580.10%87,032CommonSOLE
82575P107SBSWSIBANYE STILLWATER LTD$33,2790.10%2,335,343CommonSOLE
433313103HNGEHINGE HEALTH INC$32,5280.10%700,290CommonSOLE
76155X100RVMDREVOLUTION MEDICINES INC$31,8190.10%399,484CommonSOLE
859241101STRLSTERLING INFRASTRUCTURE INC$31,7130.10%103,560CommonSOLE
907818108UNPUNION PAC CORP$31,4500.10%135,960CommonSOLE
01741R102ATIATI INC$30,6470.09%267,049CommonSOLE
97650W108WTFCWINTRUST FINL CORP$30,3030.09%216,732CommonSOLE
256163106DOCUDOCUSIGN INC$30,2840.09%442,744CommonSOLE
00827BAD8AFRM 0.75 12/15/29AFFIRM HLDGS INC$29,8540.09%26,902,000CommonSOLE
012653200ALB 7.25 03/01/27ALBEMARLE CORP 7.25 DEP$29,8450.09%504,570CommonSOLE
231561101CWCURTISS WRIGHT CORP$29,8130.09%54,080CommonSOLE
171779309CIENCIENA CORP$29,7470.09%127,195CommonSOLE
739128106POWLPOWELL INDS INC$29,4950.09%92,524CommonSOLE
773121108RKLBROCKET LAB CORP$29,4820.09%422,618CommonSOLE
450056AB2IRTC 1.5 09/01/29IRHYTHM TECHNOLOGIES INC$29,3310.09%20,979,000CommonSOLE
03940C100ACLXGBXARCELLX INC$29,3160.09%449,634CommonSOLE
59356Q108MIAXMIAMI INTL HLDGS INC$29,2760.09%659,669CommonSOLE
445658107JBHTHUNT J B TRANS SVCS INC$29,1510.09%150,000CommonSOLE
81764X103TTANSERVICETITAN INC$28,9780.09%272,095CommonSOLE
87256C101TKOTKO GROUP HOLDINGS INC$28,9410.09%138,474CommonSOLE
29082A107EMBJEMBRAER S.A. SPONSORED$28,6960.09%445,804CommonSOLE
974637AF7WGO 3.25 01/15/30WINNEBAGO INDS INC$28,6900.09%30,487,000CommonSOLE
15118V207CELHCELSIUS HLDGS INC$28,4890.09%622,858CommonSOLE
98423F109XMTRXOMETRY INC$28,4870.09%479,013CommonSOLE
55303JAB2MGPI 1.875 11/15/41MGP INGREDIENTS INC NEW$28,4700.09%29,350,000CommonSOLE
90041L105TPBTURNING PT BRANDS INC$28,4540.09%262,489CommonSOLE
104674106BRCBRADY CORP$28,3750.09%362,067CommonSOLE
670703107NUVLNUVALENT INC$28,2870.09%281,215CommonSOLE
913915104UTIUNIVERSAL TECHNICAL INST INC$28,0260.09%1,072,560CommonSOLE
04621X108AIZASSURANT INC$27,6330.08%114,730CommonSOLE
55087P104LYFTLYFT INC$27,5900.08%1,424,328CommonSOLE
91912E105VALEVALE S A SPONSORED$27,3630.08%2,100,000CommonSOLE
62957HAL9NBR 1.75 06/15/29NABORS INDS INC$27,1270.08%33,297,000CommonSOLE
005098108GOLFACUSHNET HLDGS CORP$26,9350.08%337,447CommonSOLE
45857P806IHGINTERCONTINENTAL HOTELS GROU SPONSORED$26,7580.08%190,000CommonSOLE
03743Q108APAAPA CORPORATION$26,6790.08%1,090,704CommonSOLE
228903100AORTARTIVION INC$26,6440.08%584,165CommonSOLE
318672706FBPFIRST BANCORP P R$26,6100.08%1,283,625CommonSOLE
099406100BOOTBOOT BARN HLDGS INC$26,4710.08%150,000CommonSOLE
89377M109TMDXTRANSMEDICS GROUP INC$26,3830.08%216,873CommonSOLE
68268W103OMFONEMAIN HLDGS INC$26,3450.08%390,000CommonSOLE
781154109RBRKRUBRIK INC.$26,0500.08%340,614CommonSOLE
387328AD9GVA 3.75 05/15/28GRANITE CONSTR INC$26,0110.08%10,240,000CommonSOLE
04351P101ASNDUSDASCENDIS PHARMA A/S$25,6310.08%120,197CommonSOLE
876030107TPRTAPESTRY INC$25,5540.08%200,000CommonSOLE
04247X102AWIARMSTRONG WORLD INDS INC NEW$25,5280.08%133,586CommonSOLE
26740W109QBTSD-WAVE QUANTUM INC$25,3590.08%969,742CommonSOLE
038169207APLDAPPLIED DIGITAL CORP$25,1850.08%1,027,093CommonSOLE
78467V608SRLNSSGA ACTIVE ETF TR$25,0870.08%607,868CommonSOLE
00847J105AGYSAGILYSYS INC$25,0810.08%211,050CommonSOLE
10806XAB8BBIO 2.5 03/15/27BRIDGEBIO PHARMA INC$24,8700.08%13,179,000CommonSOLE
090043AF7BILL 0 04/01/30BILL HOLDINGS INC$24,7680.08%26,912,000CommonSOLE
256677105DGDOLLAR GEN CORP NEW$24,2900.07%182,947CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$24,2730.07%316,592CommonSOLE
G6683N103NUNU HLDGS LTD$24,1420.07%1,442,146CommonSOLE
60786M105MCMOELIS & CO$23,9520.07%348,439CommonSOLE
007973100AEISADVANCED ENERGY INDS$23,9040.07%114,170CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$23,8420.07%160,000CommonSOLE
87151X101SYMSYMBOTIC INC$23,8000.07%400,000CommonSOLE
03073E105CORCENCORA INC$23,7750.07%70,393CommonSOLE
379577208GMEDGLOBUS MED INC$23,4480.07%268,561CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$23,3440.07%60,000CommonSOLE
413216300HMYHARMONY GOLD MINING CO LTD$23,3310.07%1,172,394CommonSOLE
204166102CVLTCOMMVAULT SYS INC$23,0660.07%183,996CommonSOLE
42238D107HTFLHEARTFLOW INC$23,0550.07%790,903CommonSOLE
68389X105ORCLORACLE CORP$22,9470.07%117,733CommonSOLE
249906108DSGXDESCARTES SYS GROUP INC$22,7680.07%259,733CommonSOLE
83417M104SEDGSOLAREDGE TECHNOLOGIES INC$22,3280.07%773,925CommonSOLE
23331A109DHID R HORTON INC$22,3250.07%155,000CommonSOLE
008252108AMGAFFILIATED MANAGERS GROUP IN$22,2920.07%77,328CommonSOLE
76680RAH0RNG 0 03/15/26RINGCENTRAL INC$22,1060.07%22,374,000CommonSOLE
060505682BAC 7.25 PERP LBANK AMERICA CORP 7.25 CNV PFD L$22,1050.07%17,654CommonSOLE
H8088L103SRADSPORTRADAR GROUP AG$22,0270.07%926,698CommonSOLE
596278101MIDDMIDDLEBY CORP$21,8770.07%147,150CommonSOLE
009066AB7ABNB 0 03/15/26AIRBNB INC$21,8380.07%22,070,000CommonSOLE
008073108AVAVAEROVIRONMENT INC$21,6060.07%89,323CommonSOLE
65336K103NXSTNEXSTAR MEDIA GROUP INC$21,4390.07%105,587CommonSOLE
90138F102TWLOTWILIO INC$21,3360.07%150,000CommonSOLE
816850101SMTCSEMTECH CORP$20,8460.06%282,893CommonSOLE
05368V106AVNTAVIENT CORPORATION$20,6960.06%662,487CommonSOLE
801056102SANMSANMINA CORPORATION$20,5660.06%137,044CommonSOLE
114340102AZTAAZENTA INC$20,4400.06%614,540CommonSOLE
40131MAD1GH 1.25 02/15/31GUARDANT HEALTH INC$20,3390.06%11,111,000CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$20,2730.06%148,992CommonSOLE
831865209AOSSMITH A O CORP$20,2040.06%302,088CommonSOLE
518415104LSCCLATTICE SEMICONDUCTOR CORP$19,8200.06%269,370CommonSOLE
32054K103FRFIRST INDL RLTY TR INC$19,7850.06%345,468CommonSOLE
59001ABF8MTH 1.75 05/15/28MERITAGE HOMES CORP$19,7200.06%19,950,000CommonSOLE
349381103FIGRFIGURE TECHNOLOGY SOLUTIO$19,6980.06%482,311CommonSOLE
G87110105FTITECHNIPFMC PLC$19,5740.06%439,284CommonSOLE
565394103CARTMAPLEBEAR INC$19,5340.06%434,274CommonSOLE
880770102TERTERADYNE INC$19,3560.06%100,000CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC$19,3260.06%116,419CommonSOLE
833445AB5SNOW 0 10/01/27SNOWFLAKE INC$19,2980.06%12,987,000CommonSOLE
89422GAA5TVTX 2.25 03/01/29TRAVERE THERAPEUTICS INC$19,1560.06%13,452,000CommonSOLE
49446R109KIMKIMCO RLTY CORP$18,5890.06%917,092CommonSOLE
751212101RLRALPH LAUREN CORP$18,5840.06%52,554CommonSOLE
842587DZ7SO 4.5 06/15/27SOUTHERN CO$18,2500.06%17,085,000CommonSOLE
15102K100CELCCELCUITY INC$18,1010.06%181,485CommonSOLE
04010E109AGXARGAN INC$17,8100.05%56,841CommonSOLE
093712107BEBLOOM ENERGY CORP$17,5310.05%201,758CommonSOLE
09073M104TECHBIO-TECHNE CORP$17,4880.05%297,363CommonSOLE
458334109IPARINTERPARFUMS INC$17,3650.05%204,707CommonSOLE
891160509TDTORONTO DOMINION BK ONT$17,0300.05%180,696CommonSOLE
81180WBL4STX 3.5 06/01/28SEAGATE HDD CAYMAN$16,9440.05%5,045,000CommonSOLE
78351F107RYANRYAN SPECIALTY HOLDINGS INC$16,8440.05%326,243CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$16,3530.05%42,662CommonSOLE
803054204SAPSAP SE SPON$16,1350.05%66,425CommonSOLE
26441CBY0DUK 4.125 04/15/26DUKE ENERGY CORP NEW$15,9670.05%15,494,000CommonSOLE
893830BW8RIGTRANSOCEAN INC$15,9640.05%11,547,000CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$15,7100.05%30,760CommonSOLE
488401100KMPRKEMPER CORP$15,4840.05%381,940CommonSOLE
604749AB7MIRM 4 05/01/29MIRUM PHARMACEUTICALS INC$15,3700.05%5,954,000CommonSOLE
74164F103PRIMPRIMORIS SVCS CORP$15,1720.05%122,213CommonSOLE
26701L100BROSDUTCH BROS INC$15,1330.05%247,203CommonSOLE
74762E102QUREQUANTA SVCS INC$15,1110.05%35,802CommonSOLE
96924N100WLDNWILLDAN GROUP INC$15,1010.05%145,676CommonSOLE
98585X104YETIYETI HLDGS INC$15,0110.05%339,846CommonSOLE
833445AD1SNOW 0 10/01/29SNOWFLAKE INC$14,8300.05%9,574,000CommonSOLE
759916109RGENREPLIGEN CORP$14,7870.05%90,244CommonSOLE
224441105CXTCRANE NXT CO$14,6740.05%311,757CommonSOLE
P5626F128IFSINTERCORP FINL SVCS INC$14,3920.04%339,745CommonSOLE
53190C102LTHLIFE TIME GROUP HOLDINGS INC$14,3740.04%540,772CommonSOLE
64119N608NTSKNETSKOPE INC$14,2240.04%810,947CommonSOLE
44332NAB2HTHT 3 05/01/26H WORLD GROUP LTD$14,2100.04%11,141,000CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$14,0790.04%35,406CommonSOLE
703343AG8PATK 1.75 12/01/28PATRICK INDS INC$13,9720.04%8,209,000CommonSOLE
53947R105LOARLOAR HOLDINGS INC$13,8400.04%203,538CommonSOLE
G2717C106CWKCUSHMAN AND WAKEFIELD LTD$13,7930.04%851,965CommonSOLE
76954AAD5RIVN 3.625 10/15/30RIVIAN AUTOMOTIVE INC$13,7600.04%12,274,000CommonSOLE
008073AA6AVAV 0 07/15/30AEROVIRONMENT INC$13,6890.04%12,603,000CommonSOLE
69352PAS2PPL 2.875 03/15/28PPL CAP FDG INC$13,5270.04%12,319,000CommonSOLE
988498101YUMYUM BRANDS INC$13,5270.04%89,420CommonSOLE
558256103MSGEMADISON SQUARE GARDEN ENTMT$13,4730.04%250,000CommonSOLE
82452JAD1FOUR 0.5 08/01/27SHIFT4 PMTS INC$13,2710.04%13,810,000CommonSOLE
94419LAP6W 3.25 09/15/27WAYFAIR INC$13,2000.04%7,929,000CommonSOLE
08659B102BBNXBETA BIONICS INC$13,1140.04%430,403CommonSOLE
65487K100LASRNLIGHT INC$13,1120.04%349,570CommonSOLE
624756102MLIMUELLER INDS INC$13,0930.04%114,048CommonSOLE
20717MAB9CFLT 0 01/15/27CONFLUENT INC$13,0580.04%13,448,000CommonSOLE
15643U104LEUCENTRUS ENERGY CORP$13,0560.04%53,782CommonSOLE
89677QAB3TCOM 0.75 06/15/29TRIP$12,9920.04%10,524,000CommonSOLE
595017302MCHP 7.5 03/15/28MICROCHIP TECHNOLOGY INC. DEP$12,8560.04%220,336CommonSOLE
70439P108PAYPAYMENTUS HOLDINGS INC$12,8120.04%405,559CommonSOLE
92835K103VPGVISHAY PRECISION GROUP INC$12,6030.04%327,339CommonSOLE
45867GAD3IDCC 3.5 06/01/27INTERDIGITAL INC$12,5350.04%3,041,000CommonSOLE
88080T104WULFTERAWULF INC$12,4810.04%1,086,254CommonSOLE
156431AQ1CENXCENTURY ALUM CO$12,4630.04%5,922,000CommonSOLE
918284100VSECVSE CORP$12,4270.04%71,928CommonNONE
466313103JBLJABIL INC$12,3740.04%54,267CommonSOLE
358039AB1FRPT 3 04/01/28FRESHPET INC$12,3700.04%10,559,000CommonSOLE
03990B309ARES 6.75 10/01/27 BARES MANAGEMENT CORPORATION 6.75 SE B PFD$12,3130.04%243,801CommonSOLE
12653CAG3CNX 2.25 05/01/26CNX RES CORP$12,2990.04%4,295,000CommonSOLE
34965K107FTREFORTREA HLDGS INC$12,1760.04%705,868CommonSOLE
759509102RSRELIANCE INC$12,1680.04%42,123CommonSOLE
125141101CECOCECO ENVIRONMENTAL CORP$12,1030.04%202,216CommonSOLE
70438V106PCTYPAYLOCITY HLDG CORP$11,8360.04%77,613CommonSOLE
45784P101PODDINSULET CORP$11,8070.04%41,538CommonSOLE
671044105OSISOSI SYSTEMS INC$11,4100.04%44,734CommonSOLE
02043QAB3ALNY 1 09/15/27ALNYLAM PHARMACEUTICALS INC$11,3850.03%7,737,000CommonSOLE
92846Q107COCOVITA COCO CO INC$11,3740.03%214,560CommonSOLE
603170101MLYSMINERALYS THERAPEUTICS INC$11,3370.03%312,396CommonSOLE
26969P108EXPEAGLE MATLS INC$11,2080.03%54,228CommonSOLE
15102KAA8CELC 2.75 08/01/31CELCUITY INC$11,1070.03%5,114,000CommonSOLE
23804LAD5DDOG 0 12/01/29DATADOG INC$11,1040.03%11,090,000CommonSOLE
705573103PEGAPEGASYSTEMS INC$11,0550.03%185,119CommonSOLE
25659T107DLBDOLBY LABORATORIES INC$10,5750.03%164,668CommonSOLE
18915MAC1NET 0 08/15/26CLOUDFLARE INC$10,5280.03%8,968,000CommonSOLE
48251W500KKR 6.25 03/01/28 DKKR & CO INC$10,4960.03%202,376CommonSOLE
566324109MMIMARCUS & MILLICHAP INC$10,4560.03%383,133CommonSOLE
077347300BELFBBEL FUSE INC$10,4260.03%61,465CommonSOLE
896215209TRSTRIMAS CORP$10,3090.03%290,812CommonSOLE
538034BA6LYV 3.125 01/15/29LIVE NATION ENTERTAINMENT IN$10,2760.03%7,066,000CommonSOLE
92277GAZ0VTR 3.75 06/01/26VENTAS RLTY LTD PARTNERSHIP$10,2530.03%7,261,000CommonSOLE
811707801SBCFSEACOAST BKG CORP FLA$10,0240.03%319,048CommonSOLE
90384S303ULTAULTA BEAUTY INC$9,9920.03%16,516CommonSOLE
671044AF2OSIS 2.25 08/01/29OSI SYSTEMS INC$9,7610.03%6,575,000CommonSOLE
55087PAD6LYFT 0.625 03/01/29LYFT INC$9,7120.03%8,068,000CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$9,6600.03%43,184CommonSOLE
398433102GFFGRIFFON CORP$9,6200.03%130,624CommonSOLE
19240QAA0COGT 1.625 11/15/31COGENT BIOSCIENCES INC$9,6180.03%8,199,000CommonSOLE
G0772R208NTBBANK OF NT BUTTERFIELD&SON L$9,5790.03%192,263CommonSOLE
981811102WORWORTHINGTON ENTERPRISES INC$9,5700.03%185,581CommonSOLE
33768G107FCFSFIRSTCASH HOLDINGS INC$9,5520.03%59,931CommonSOLE
686688AB8ORA 2.5 07/15/27ORMAT TECHNOLOGIES INC$9,5480.03%7,100,000CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$9,4030.03%10,375CommonSOLE
674215207CHRDCHORD ENERGY CORPORATION$9,3160.03%100,492CommonSOLE
M8740S227TATTTAT TECHNOLOGIES LTD$9,3090.03%208,443CommonSOLE
14154A102CDNLCARDINAL INFRASTRUCTURE GROU$9,2650.03%383,148CommonSOLE
00164VAJ2AMCX 4.25 02/15/29 *AMC NETWORKS INC$9,2210.03%9,000,000CommonSOLE
74006W207PRAXPRAXIS PRECISION MEDICINES I$9,0650.03%30,756CommonSOLE
402635502GPORGULFPORT ENERGY CORP$9,0340.03%43,436CommonSOLE
039653100ACAARCOSA INC$9,0260.03%84,892CommonSOLE
447462102HURNHURON CONSULTING GROUP INC$9,0250.03%52,193CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$8,8900.03%138,239CommonSOLE
70202LAD4PSN 2.625 03/01/29PARSONS CORP DEL$8,7590.03%8,520,000CommonSOLE
G5S37H101MRXMAREX GROUP PLC$8,7180.03%227,255CommonSOLE
70339W104PTRNPATTERN GROUP INC$8,7100.03%754,792CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$8,6390.03%30,974CommonSOLE
23834J201DAVEDAVE INC$8,5720.03%38,715CommonSOLE
971378104WSCWILLSCOT HLDGS CORP$8,5670.03%454,941CommonSOLE
949746804WFC 7.5 PERP LWELLS FARGO CO NEW PERP PFD CNV A$8,4910.03%7,006CommonSOLE
04206A101ARLOARLO TECHNOLOGIES INC$8,4720.03%605,589CommonSOLE
86771WAD7RUN 4 03/01/30SUNRUN INC$8,4650.03%5,972,000CommonSOLE
00971TAL5AKAM 0.375 09/01/27AKAMAI TECHNOLOGIES INC$8,3420.03%8,300,000CommonSOLE
854231107SXISTANDEX INTL CORP$8,2800.03%38,108CommonSOLE
594972AS0MSTR 0 12/01/29STRATEGY INC$8,2360.03%10,000,000CommonSOLE
09257WAE0BXMT 5.5 03/15/27BLACKSTONE MORTGAGE TRUST IN$8,2280.03%8,307,000CommonSOLE
50189K103LCIILCI INDS$8,1270.02%66,974CommonSOLE
28618M106ESIELEMENT SOLUTIONS INC$8,0090.02%320,479CommonSOLE
29355AAK3ENPH 0 03/01/28ENPHASE ENERGY INC$7,8960.02%9,076,000CommonSOLE
929328102WSFSWSFS FINL CORP$7,8590.02%142,276CommonSOLE
535219109LINDLINDBLAD EXPEDITIONS HLDGS I$7,8120.02%541,751CommonSOLE
01609WBG6BABA 0.5 06/01/31ALIBABA GROUP HLDG LTD$7,7570.02%4,995,000CommonSOLE
05969A105TBBKBANCORP INC DEL$7,7040.02%114,101CommonSOLE
60937P106MDBMONGODB INC$7,5800.02%18,061CommonSOLE
87318A101TWFGTWFG INC$7,3580.02%255,764CommonSOLE
781846209RUSHARUSH ENTERPRISES INC$7,2480.02%134,370CommonSOLE
462222AF7IONS 1.75 06/15/28IONIS PHARMACEUTICALS INC$7,0930.02%4,466,000CommonSOLE
52476L109LGNLEGENCE CORP$7,0890.02%164,699CommonSOLE
N62509109NAMSNEWAMSTERDAM PHARMA$7,0380.02%200,638CommonSOLE
05465C100AXAXOS FINANCIAL INC$7,0290.02%81,578CommonSOLE
011532108AGIALAMOS GOLD INC NEW$6,9720.02%180,561CommonSOLE
741511109PSMTPRICESMART INC$6,9250.02%56,450CommonSOLE
771049103RBLXROBLOX CORP$6,8800.02%84,911CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$6,8470.02%11,817CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$6,8130.02%42,426CommonSOLE
531229AQ5FWONK 2.25 08/15/27LIBERTY MEDIA CORP DEL$6,7960.02%5,372,000CommonSOLE
45245E109IMAXIMAX CORP$6,5890.02%178,285CommonSOLE
42722X106HFWAHERITAGE FINL CORP WASH$6,5690.02%277,749CommonSOLE
00187Y100APGAPI GROUP CORP$6,5610.02%171,485CommonSOLE
64944P307FLG 6 11/01/51FLAGSTAR BANK NATIONAL ASSOC$6,5470.02%162,569CommonSOLE
09227Q100BLKBBLACKBAUD INC$6,4300.02%101,550CommonSOLE
03769M304APO 6.75 07/31/26APOLLO GLOBAL MGMT INC$6,4060.02%84,840CommonSOLE
09263B207BKSYBLACKSKY TECHNOLOGY INC$6,3310.02%337,631CommonSOLE
594972AL5MSTR 0.875 03/15/31STRATEGY INC$6,2750.02%6,107,000CommonSOLE
G2519Y108BAPCREDICORP LTD$6,2520.02%21,785CommonSOLE
05464C101AXONAXON ENTERPRISE INC$6,1820.02%10,886CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$6,1340.02%43,044CommonSOLE
68989M202OUSTOUSTER INC$6,1200.02%282,808CommonSOLE
888787108TOSTTOAST INC$6,1200.02%172,359CommonSOLE
90353TAM2UBER 0.875 12/01/28 2028UBER TECHNOLOGIES INC$6,0710.02%4,681,000CommonSOLE
55405YAB6MTSI 0.25 03/15/26MACOM TECH SOLUTIONS HLDGS I$5,9640.02%2,867,000CommonSOLE
87724P106TMHCTAYLOR MORRISON HOME CORP$5,9270.02%100,686CommonSOLE
90278Q108UFPIUFP INDUSTRIES INC$5,8590.02%64,347CommonSOLE
75704L104RDVTRED VIOLET INC$5,7380.02%100,760CommonSOLE
706327103PBAPEMBINA PIPELINE CORP$5,6890.02%149,337CommonSOLE
G037AX101AMBAAMBARELLA INC$5,6480.02%79,726CommonSOLE
531229771FWONALIBERTY MEDIA CORP DEL$5,5130.02%61,685CommonSOLE
55826T102SPHRSPHERE ENTERTAINMENT CO$5,4890.02%57,735CommonSOLE
513847103MZTIMARZETTI$5,4860.02%33,365CommonSOLE
359694106FULFULLER H B CO$5,4860.02%92,257CommonSOLE
22266T109CPNGCOUPANG INC$5,4230.02%229,903CommonSOLE
533535100LINCLINCOLN EDL SVCS CORP$5,3710.02%222,402CommonSOLE
58502B106MDPEDIATRIX MEDICAL GROUP INC$5,2980.02%247,709CommonSOLE
71742Q106PAHCPHIBRO ANIMAL HEALTH CORP$5,2760.02%141,209CommonSOLE
156944100CGONCG ONCOLOGY INC$5,2160.02%125,636CommonSOLE
68170A108OMDAOMADA HEALTH INC$5,2070.02%329,984CommonSOLE
G0260P102ASAMER SPORTS INC$5,1910.02%138,980CommonSOLE
89422G107TVTXTRAVERE THERAPEUTICS INC$5,1900.02%135,822CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$5,1670.02%22,847CommonSOLE
006739106ADUSADDUS HOMECARE CORP$5,1300.02%47,769CommonSOLE
G52441105KMTSKESTRA MED TECHNOLOGIES LTD$5,1080.02%192,622CommonSOLE
05464CAB7AXON 0.5 12/15/27AXON ENTERPRISE INC$5,0690.02%2,013,000CommonSOLE
74624M102PPURE STORAGE INC$4,9820.02%74,350CommonSOLE
40637HAF6HALO 1 08/15/28HALOZYME THERAPEUTICS INC$4,8860.01%3,675,000CommonSOLE
79589L106IOTSAMSARA INC$4,7850.01%134,992CommonSOLE
682189AS4ON 0 05/01/27ON SEMICONDUCTOR CORP$4,7740.01%4,002,000CommonSOLE
83417MAE4SEDG 2.25 07/01/29SOLAREDGE TECHNOLOGIES INC$4,7560.01%4,079,000CommonSOLE
88556E102TDUPTHREDUP INC$4,7360.01%741,200CommonSOLE
F92124100TTETOTALENERGIES SE ACT$4,6910.01%71,798CommonSOLE
737446AT1POST 2.5 08/15/27POST HLDGS INC$4,6660.01%4,336,000CommonSOLE
68622P109ORICORIC PHARMACEUTICALS INC$4,6160.01%564,253CommonSOLE
062540109BOHBANK HAWAII CORP$4,6000.01%67,278CommonSOLE
11276H106BIPCBROOKFIELD INFRASTRUCTURE CO$4,5590.01%100,417CommonSOLE
86800UAB0SMCI 3.5 03/01/29SUPER MICRO$4,5520.01%5,101,000CommonSOLE
69331CAL2PCG 4.25 12/01/27PG&E CORP$4,4570.01%4,337,000CommonSOLE
163086101CHEFCHEFS WHSE INC$4,4490.01%71,384CommonNONE
482480100KLACKLA CORP$4,3830.01%3,607CommonSOLE
71844V201PECOPHILLIPS EDISON & CO INC$4,3830.01%123,225CommonSOLE
465741AQ9ITRI 1.375 07/15/30ITRON INC$4,3470.01%4,301,000CommonSOLE
682189AU9ON 0.5 03/01/29ON SEMICONDUCTOR CORP$4,2850.01%4,530,000CommonSOLE
26142RAB0DKNG 0 03/15/28DRAFTKINGS INC NEW$4,1580.01%4,552,000CommonSOLE
585464100MLCOMELCO RESORTS AND ENTMNT LTD$4,0500.01%535,000CommonSOLE
453038408IMOIMPERIAL OIL LTD$3,9920.01%46,206CommonSOLE
50212V100LPLALPL FINL HLDGS INC$3,9700.01%11,116CommonSOLE
758075AF2RWT 7.75 06/15/27REDWOOD TRUST INC$3,9530.01%3,963,000CommonSOLE
M51474118GILTGILAT SATELLITE NETWORKS LTD$3,8920.01%300,804CommonSOLE
090168105BLLNBILLIONTOONE INC$3,7900.01%46,308CommonSOLE
816850AF8SMTC 1.625 11/01/27SEMTECH CORP$3,6690.01%1,797,000CommonSOLE
45104G104IBNICICI BANK LIMITED$3,6540.01%122,614CommonSOLE
15678C102CBLLCERIBELL INC$3,6420.01%166,060CommonSOLE
84921RAB6SPOT 0 03/15/26SPOTIFY USA INC$3,5910.01%3,164,000CommonSOLE
G3934V109GENIGENIUS SPORTS LIMITED$3,5790.01%324,779CommonSOLE
453204AD1PI 1.125 05/15/27IMPINJ INC$3,5490.01%2,175,000CommonSOLE
300426103ECGEVERUS CONSTR GROUP$3,4980.01%40,888CommonSOLE
M7518J104ODDODDITY TECH LTD$3,2980.01%82,083CommonSOLE
64073B103NPNEPTUNE INS HLDGS INC$3,2280.01%110,716CommonSOLE
89377MAB5TMDX 1.5 06/01/28TRANSMEDICS GROUP INC$3,2190.01%2,152,000CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.